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Independent Financial Advisers (IFAs) Questions Answered

What is the role of IFA?  Independent Financial Advisers should provide independent financial advice on your pensions savings, investments and equity release on your property if you need some cash later in life. The is an argument that everyone needs an IPA. They can become your personal 'go to' stockbroker and general financial fixer. That is why I would suggest they you find one in or around Rochdale or at least within Lancashire. I would not recommend one miles away or never answered the phone. Another good way is personal recommendation. Ask a friend. Your IFA will be an important person in your life. You need to get them right!

How do IFA make money?
Some IFAs are on commission and others charge. Many people believe that if they are to be truly 'independent' they should not have a financial relationship with the funds that they recommend their clients to invest - as their advice will be biased in favour of the funds which pay them the best commission. The way to avoid this is to ask them and then pay them a fee for their financial advice. 

How do I find an IFA? Have a look below at the list of IFAs around Rochdale. They are reviewed. Personally I would create a shortlist and simply visit them personally. There is nothing like knowing your IFA. That is the advantage of having a local one


Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that ever annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Rochdale let alone Hollingworth High School ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Lancashire.

Good luck! 

Independent Financial Advisers IFAs

Upfront Financial Services

818 Manchester Rd, Rochdale OL11 3AW, UK – 01706 712141

I recently attended a seminar run by Chris Glen to do with the process to help first time buyers who are looking to purchase a house in 2018! We found the seminar very informative, helpful and full of facts to help us on the way! Chris is very personable - We left with our questions answered thoroughly and would recommend this seminar to any new time buyers. Kind Regards Sophie and Nicola.

Darlington Naley & Tailoring Associates

329 Oldham Rd, Rochdale OL16 5JG, UK – 01706 713136

Excellent financial advice, always gets us a great deal on the mortgage The whole family use them and we are all happy. Highly recommended honest reliable and polite service. I would advise anyone looking for a mortgage, insurance or investment advice to ask for Bernard. Top man.

Farsight Financial Ltd

No. 2, The Esplanade, Rochdale OL16 1AQ, UK – 01706 559070

We could not find any Stockbrokers and investment specialists around your location. Please click below to see full results from Google.

Investment Companies - Business Angels

Woodstream Ltd

117-125 Oldham Rd, Rochdale OL16 5QT, UK – 07973 384003

So happy with the service i received from Peter and Mathew, that enabled me to finance my new project. Refreshing just being able to talk directly to the boss rather than some faceless organisation. Would i use Woodstream again? 100%

if you want financial back up these are the people to deal with, everything was made so easy from start to finish would definitely use them again and recommend to everyone

Beva Investments

Chichester Business Centre, Chichester St, Rochdale OL16 2AU, UK – 01706 710740

Cathay Composites Ltd

Eagle Technology Park, Queensway, Rochdale OL11 1TQ, UK – 0845 650 3663

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